HighPass Asset Management

HighPass Asset Management Fee-only fiduciary financial advisor that provides financial, estate & retirement planning, investment advice and tax advice.

As a “fee-only” adviser, HighPass operates as a fiduciary 100% of the time. Unlike “fee-based” dual registrant advisers, we do not sell products or receive commissions. Our clients appreciate the objective, unbiased advice we provide. HighPass has Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) expertise that we believe gives our clients an advantage. We personally invest o

ur clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Our Certified Public Accountant (CPA) credentials allow us to manage portfolios in a highly tax-efficient manner.

Are you confident your retirement portfolio matches your risk tolerance?Many investors make costly mistakes with their a...
11/07/2025

Are you confident your retirement portfolio matches your risk tolerance?

Many investors make costly mistakes with their asset allocation, like taking on too much risk or shifting strategies at the wrong time.

In this post, Ethan Braid, CFA, breaks down two major mistakes retirees can avoid to help keep their long-term plan on track.

Read more: https://highpassasset.com/asset-allocation-mistakes-you-can-avoid/

Your retirement portfolio should reflect both your goals and your comfort with risk. 📊Our 30-year analysis compares mult...
10/31/2025

Your retirement portfolio should reflect both your goals and your comfort with risk. 📊

Our 30-year analysis compares multiple portfolio strategies — from 60/40 splits to more diversified mixes — and highlights the trade-offs between growth potential and downside protection.

Find your balance between opportunity and protection.

Read more: https://highpassasset.com/asset-allocation-for-retirees/

Have you considered how your portfolio might perform in a real recession?Many investors today are taking on more risk th...
10/17/2025

Have you considered how your portfolio might perform in a real recession?
Many investors today are taking on more risk than they realize — just like in 2000, before the market turned.

Now is the perfect time to reassess your risk tolerance and make sure your asset allocation matches your comfort level.

Read the full analysis by Ethan S. Braid, CFA:
🔗 https://highpassasset.com/asset-allocation-risks-you-need-to-know-now/

Yield curve inversions have been a reliable recession signal historically. In our review of the last eight inversions, t...
09/11/2025

Yield curve inversions have been a reliable recession signal historically. In our review of the last eight inversions, the average time from inversion to recession was roughly 17 months. An inversion signals elevated economic risk — not an immediate market collapse. Learn what this indicator could mean for your portfolio and how to prepare:

👉 https://highpassasset.com/yield-curve-inversion-average-time-to-recession/

Recessions and bear markets are a normal part of investing, but how you position your portfolio makes all the difference...
08/21/2025

Recessions and bear markets are a normal part of investing, but how you position your portfolio makes all the difference.

History shows that during long, secular bear markets, growth stocks tend to stumble while value stocks and dividends keep paying investors.

Now may be the right time to review your portfolio. Learn how dividends and value stocks can help you weather the next downturn:

👉 https://highpassasset.com/how-to-invest-in-a-recession-and-secular-bear-market-dividends-and-value-stocks/

Did you know? Up to 80% of the time, a trust isn't properly funded—meaning the assets don’t actually make it into the tr...
07/10/2025

Did you know? Up to 80% of the time, a trust isn't properly funded—meaning the assets don’t actually make it into the trust.

That mistake can leave your family stuck with court delays, legal fees, and probate hassles.

In our post on how to fund your trust, we walk you through:

✔️ How to list and organize your assets
✔️ Who to contact to update titles
✔️ What proper funding looks like when it’s done right

Take a few simple steps now to save your loved ones time, stress, and money later.

https://highpassasset.com/how-to-fund-your-trust-in-three-steps/

💰 How long will $1 million really last in retirement?The answer isn’t as simple as it seems. Asset allocation, spending ...
06/24/2025

💰 How long will $1 million really last in retirement?

The answer isn’t as simple as it seems. Asset allocation, spending rate, investment performance, and your own behavior all play a crucial role in how long your money lasts. Learn what the numbers actually say—and how working with a fiduciary advisor can help you avoid running out too soon.

🔎 Explore real-life examples and smart retirement strategies:
https://highpassasset.com/how-long-does-1-million-last-in-retirement/

Address

4600 S. Syracuse Street, Suite 900
Denver, CO
80237

Opening Hours

Monday 5pm - 1am
Tuesday 5pm - 1am
Wednesday 5pm - 1am
Thursday 5pm - 1am
Friday 5pm - 1am

Alerts

Be the first to know and let us send you an email when HighPass Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to HighPass Asset Management:

Share